Removing a Payment from an Invoice

You can delete a payment from an invoice. There are several reasons why you might need to remove a payment from an invoice, such as:

• Incorrect amount: If the payment amount was entered incorrectly.
• Payment applied to the wrong invoice: If the payment was mistakenly linked to the wrong invoice.

To remove an invoice payment:

1. In Actionstep, edit the matter you want that has the invoice you want to remove. (See Editing a Matter for help.)
2. Click the Billing menu icon. The Billing page appears.
3. Click Invoices (or Bills) on the left side of the page. A list of invoices is displayed.
4. Locate the invoice you want to remove the payment from and click its invoice number.
   
5. Click the Payment history tab. A list of payments that have been made is displayed.
6. Click the payment you want to remove.
   The Edit Client Receipt window appears.
7. Choose from the following options:
   • Click Delete to remove the record entirely.
   • Click Reverse to remove the payment but maintain the record.
     
8. When prompted, enter a reason for removal and click Delete Selection or Reverse Selection (depending on which option you chose).

Related Articles:

• Processing Client Payments